Gerald Anderson (CRD# 7849105) is an Investment Advisor Representative working at West Oak Wealth in Weatherford, OK and has 1 year of experience in the finance industry.
CRD# 2482972
Royal Fund Management, LLC
CRD# 2702421
Raymond James Financial Services Advisors, Inc.
CRD# 1997495
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Oak Wealth, LLC | Weatherford, OK | Oct 2023 - Current | < 1 |
| Rtc Resources, LLP | Weatherford, OK | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- OK
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OK
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